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            Commentaries & Views

            Jefferies Analysts, Strategists and Economists provide real-time thought leadership across the global financial markets, offering insights and new ideas for or clients on a range of topics, including market strategy, economics, equity, fixed income, and foreign exchange.

            SMID Cap Thoughts & Observations

            Steven DeSanctis, U.S. Equity Strategist for Jefferies, says that small has lagged large by over 1500 basis points over the last 12 months and the underperformance is now below the one-standard deviation line.

            July 10, 2019

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            Microsoft - Things Are Not Always as They Seem

            John DiFucci, Jefferies Equity Research Analyst – Software, says that Microsoft is one of the greatest software success stories in the short history of the sector, but believes the stock is materially overvalued.

            July 9, 2019

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            SMID Cap Thoughts & Observations

            Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses how '95 cuts are most similar to today with no recession on horizon and says small delivers below average performance and lags large, slower growth & value beat fastest & growth, quality and size mattered.

            June 26, 2019

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            Tech Supply Chain & Chinese Telcos Under Huawei Export Ban

            Edison Lee, Jefferies Equity Research Analyst – China Telecom, walks investors through the implications of the Huawei export ban for China's 5G development and China telcos' capex.

            June 27, 2019

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            Global Asset Allocation: Risk Aversion is Rife

            Sean Darby, Global Equity Strategist for Jefferies, says that worries over a U.S. recession have coincided with fears over the U.S.-China trade dispute.

            June 27, 2019

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            Opining from the Office - AAII Bull/Bear, Ag Cycle, Consumer Conference

            T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses AAII sentiment, upgrades of DE & AGCO, and how companies cited poor weather at Consumer Conference, but retail tends to bounce after wet/cool springs.

            June 26, 2019

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            Introduction to Microstrategy: Navigating Growth Headwinds

            Desh Peramunetilleke, Global Microstrategist, introduces our Microstrategy product and summarizes our recent Style watch report on the Asia Pacific region.

            June 25, 2019

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            U.S. and India: Internet and Payment System Growth Only Beginning

            Sean Darby, Global Equity Strategist for Jefferies, says that although Vietnam is lauded as a beneficiary of the U.S.- China trade dispute, India on many levels is a natural winner.

            June 25, 2019

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            China Smartphone & SaaS Outlook

            Rex Wu, Jefferies Equity Research Analyst – China Technology, provides highlights from his first outlook on the China Smartphone and Software-as-a-Service sectors.

            June 25, 2019

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            Deere and AGCO Upgrades

            Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, upgraded DE and AGCO from HOLD to BUY given improved large ag fundamentals and says that higher demand outlook along with weather issues should better balance the global crop and protein industries leading to higher prices over the next 2-3 years.

            June 25, 2019

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            Antitrust Scrutiny of Big Tech

            Brent Thill, Jefferies Equity Research Analyst – Internet provides a recap of a recent expert call discussing the implications of increased antitrust scrutiny of big tech companies.

            June 25, 2019

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            PLNT Interview with CEO Chris Rondeau

            Randy Konik, Jefferies Equity Research Analyst – Lifestyle & Growth Platforms interviews PLNT CEO and remains convinced that fundamentals are robust and the runway for growth is long.

            June 23, 2019

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            Jefferies 2019 Consumer Conference – Key Takeaways

            Jefferies Consumer Analysts, Randy Konik, David Katz and Chris Mandeville discuss company tone, investor sentiment, stocks and themes.

            June 21, 2019

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            Opining from the Office - Rainy April Q's, HAS, U.S. Chemicals

            T.J. Thornton, Jefferies Head of U.S. Equity Product Management, discusses how big snapbacks in the S&P following big declines bode well for future performance.

            June 14, 2019

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            What's Up in A&D

            Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, highlights recent management meetings with HXL, OSI Systems and TGI and reviews key aspects of the RTN and UTX MoE.

            June 14, 2019

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            Growing Every Which Way

            David Katz, Jefferies Equity Research Analyst – Gaming, Leisure & Lodging, says that with the passage of Gaming expansion legislation in Illinois, there are a myriad of uncertainties for operators. However, the clearest positive outcomes are for CHDN.

            June 13, 2019

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            SMID Cap Thoughts & Observations

            Steven DeSanctis, U.S. Equity Strategist for Jefferies, touches upon why small is lagging large. With U.S. economy showing signs of slowing, this is not good backdrop for small.

            June 12, 2019

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            Jefferies 2019 Global Healthcare Conference – Key Takeaways

            Jefferies Healthcare Analysts discuss improving demand in Pharma Services, encouraging comments from HHC providers AMED/LHCG on reimbursement changes, increased confidence around GILD's HIV franchise and continued limited interest in large-cap Spec Pharma.

            June 11, 2019

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            Jefferies 2019 Global Healthcare Conference – Key Takeaways

            Jared Holz, Jefferies Healthcare Strategist, says investors continue to have an overall positive view towards the sector despite ongoing macro related and policy shifts including drug pricing changes.

            June 11, 2019

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            Truck Cycle Update

            Stephen Volkmann, Jefferies Equity Research Analyst – Machinery, highlights his differentiated view on the truck cycle with the belief that investors are underappreciating the drivers to the industry in both NA and Europe.

            May 28, 2019

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            2019 Global Macro Economic Landscape

            David Zervos, Chief Market Strategist for Jefferies, continues his discussion of three important stories as they evolve in 2019.

            May 28, 2019

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            Jefferies 2019 Automotive Aftermarket Conference – Key Takeaways

            Bret Jordan, Jefferies Equity Research Analyst – Automotive Aftermarket says takeaways are generally positive, as macro demand and pricing tailwinds offset near-term concerns regarding incremental tariffs and widespread discussion of the industry-wide technician shortage.

            May 24, 2019

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            What’s Up in A&D

            Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides a qualitative assessment of Boeing's potential new aircraft offering.

            May 23, 2019

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            Top Tech Picks

            Brent Thill, Jefferies Equity Research Analyst – Internet, provides an update of top tech picks for 2019.

            May 23, 2019

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            Upgrading COF to BUY

            John Hecht, Jefferies Equity Research Analyst – Specialty Finance, expects the stock to benefit from bigger payouts and improving efficiencies.

            May 23, 2019

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            Value Still to Be Had in Aggregates

            Phil Ng, Jefferies Equity Research Analyst – Building Products & Construction Materials, believes that the premium valuation for MLM and VMC are warranted.

            May 22, 2019

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            Entering Period of Sustained Upward Revisions

            Mark Lipacis, Jefferies Equity Research Analyst – Semiconductors is positive on semis heading into the 1Q19 earnings.

            May 21, 2019

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            What’s Up in A&D

            Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, presents highlights from deep dive into the commercial aerospace market and drivers of both supply and demand.

            May 16, 2019

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            JefData Takes

            Richard Carbone, Jefferies Data Strategist, discusses BattleFin NYC, alternative data science course, proprietary data distribution and the question of taming the internet.

            May 16, 2019

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            Big on the Internet - HAS, ELF, New Franchise Pick HAE

            T.J. Thornton, Jefferies Head of U.S. Equity Product Management looks at product relevant to public companies that are trending in search and social media.

            May 10, 2019

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            SMID Cap: Thoughts & Observations

            Steven DeSanctis, U.S. Equity Strategist for Jefferies, discusses trade wars, earnings season, and our Overweight to Energy:

            May 15, 2019

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            Boston Doc Day: AMGN, AMRN, ESPR, FGEN, GILD, ICPT, MRNS, ODT, SAGE

            Michael Yee, Jefferies Equity Research Analyst – Biotechnology, provides highlights from discussions with experts in renal cell and breast cancer, depression, nephrology/anemia, and CV disease.

            May 13, 2019

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            More Countries Become Part of Eurasia

            Sean Darby, Global Equity Strategist for Jefferies, discusses One Belt One Road project, the Belt and Road Initiative and the Silk Road.

            May 9, 2019

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            Complacency Over Low Volatility

            Sean Darby, Global Equity Strategist for Jefferies, says that cross asset average volatility index is touching the near all-time lows seen in early 2018.

            May 9, 2019

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            What's Up in A&D

            Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides ranking order in defense beginning with HRS, NOC, RTN followed by LMT and then GD.

            May 9, 2019

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            Survey Points to Strong Outlook for HCM/Payroll Vendors

            Samad Samana, Jefferies Equity Research Analyst – Software, expects 2019 spending on HCM/payroll software to grow 6-10% and the payroll modernization wave will likely remain strong, as >50% of respondents expect to switch payroll systems in the next 18 months.

            May 6, 2019

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            Quick Takes on Big Ideas – Construction Zone

            Lily Calcagnini, Strategic Content - Prime Services, discusses how a diverse and sophisticated group of asset managers are rethinking the foundation of allocation.

            April 24, 2019

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            LYFT Initiation

            Brent Thill, Jefferies Equity Research Analyst – Internet, initiates coverage of LYFT with a BUY rating and discusses reasons why we the believe the stock to recover.

            April 23, 2019

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            Jefferies Cannabis Summit Key Takeaways

            Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco, discusses the key themes from discussions and panels at Jefferies' inaugural Cannabis Summit.

            April 23, 2019

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            Interview with Aurora CCO Cam Battley

            At Jefferies Cannabis Summit, Cam Battley joined Owen Bennett, Jefferies Equity Research Analyst – Cannabis and Tobacco for a discussion on what will separate the winners and losers, long term and thoughts on the realistic global cannabis market size.

            4/23/2019

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            Clients Are Asking – Jefferies ESG Investing Primer

            Shannon Murphy, Jefferies Head of Strategic Content – Prime Services, explores the what, why and why now of ESG investing.

            April 18, 2019

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            IAC Deep Dive

            Brent Thill, Jefferies Equity Research Analyst – Internet, says IAC remains a top mid cap pick and we continue to believe the stock is undervalued.

            April 18, 2019

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            What's Up in A&D

            Sheila Kahyaoglu, Jefferies Equity Research Analyst – Aerospace & Defense Electronics, provides highlights from Space Symposium in Colorado Springs and MRO Americas in Atlanta.

            April 17, 2019

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            SMID Cap Themes

            Steven DeSanctis, U.S. Equity Strategist for Jefferies, provides an update to our themes diving deeper into "secular growth" and momentum.

            April 17, 2019

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            Will Construction Equipment Sector Lead Global Market in 2019?

            Sean Darby, Global Equity Strategist for Jefferies, discusses how economic data points are becoming ‘less bad’ while global construction PMI is improving.

            April 12, 2019

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            Gathering What Another Man Spills

            T.J. Thornton, Jefferies Head of U.S. Equity Product Management discusses 13 stocks that the Street generally does not like, based on average ratings and other criteria, but Jefferies views favorably.

            April 10, 2019

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            FOMC Update

            Ward McCarthy, Chief Financial Economist for Jefferies responds to the more recent reactions to the March 20th FOMC Meeting.

            April 5, 2019

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